Purchases and Sales Made in Q4 2020 in Schwab Strategic Tr Us Large C (SCHV)

SCHV Quotes by TradingView

This table provides information about the institutional ownership of Schwab Strategic Tr Us Large C (SCHV) during Q4 2020. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR US LARGE-C.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Feb 03, 2021 Q4 2020
Future Financial Wealth Managment LLC

BUY
 -
3.5K
New
$178K - $208K
3.5K $94.8K
Feb 10, 2021 Q4 2020
Alesco Advisors LLC

Pittsford, NY
BUY
 -
3.5K
+ 65.83%
$178K - $208K
8.82K $239K
Feb 16, 2021 Q4 2020
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
3.47K
New
$177K - $207K
3.47K $94.1K
Jan 15, 2021 Q4 2020
Avity Investment Management Inc.

BUY
 -
3.43K
+ 72.98%
$174K - $204K
8.13K $220K
Jan 27, 2021 Q4 2020
Cra Financial Services, LLC

BUY
 -
3.4K
New
$173K - $202K
3.4K $92.1K
Jan 19, 2021 Q4 2020
Journey Advisory Group, LLC

BUY
 -
3.39K
New
$172K - $202K
3.39K $91.9K
Feb 10, 2021 Q4 2020
Firestone Capital Management

BUY
 -
3.38K
+ 609.19%
$172K - $201K
3.94K $107K
Feb 08, 2021 Q4 2020
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
3.37K
New
$172K - $201K
3.37K $91.4K
Jan 25, 2021 Q4 2020
Ifp Advisors, Inc

BUY
 -
3.36K
+ 5.37%
$171K - $200K
66K $1.79M
Feb 08, 2021 Q4 2020
Roundview Capital LLC

Princeton, NJ
BUY
 -
3.33K
+ 83.31%
$169K - $198K
7.34K $199K
Feb 09, 2021 Q4 2020
Summit Wealth & Retirement Planning, Inc.

BUY
 -
3.12K
+ 1.58%
$159K - $186K
201K $5.45M
Jan 28, 2021 Q4 2020
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
3.09K
+ 9.91%
$157K - $184K
34.2K $927K
Feb 09, 2021 Q4 2020
Advisory Services Network, LLC

BUY
 -
3.04K
+ 55.72%
$155K - $181K
8.5K $230K
Feb 11, 2021 Q4 2020
Elgethun Capital Management

Sioux Falls, SD
BUY
 -
3K
New
$152K - $178K
3K $81.2K
Jan 19, 2021 Q4 2020
Game Plan Financial Advisors, LLC

BUY
 -
2.98K
+ 4.95%
$152K - $177K
63.3K $1.71M
Feb 02, 2021 Q4 2020
Duncker Streett & CO Inc

BUY
 -
2.93K
+ 11.28%
$149K - $174K
28.9K $782K
Jan 15, 2021 Q4 2020
Aurora Private Wealth, Inc.

BUY
 -
2.9K
+ 14.44%
$148K - $173K
23K $623K
Jan 28, 2021 Q4 2020
Le Jeune Puetz Investment Counsel LLC

BUY
 -
2.87K
+ 18.63%
$146K - $171K
18.3K $495K
Feb 12, 2021 Q4 2020
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
2.87K
+ 23.42%
$146K - $171K
15.1K $409K
Feb 16, 2021 Q4 2020
Captrust Financial Advisors

Raleigh, NC
BUY
 -
2.78K
+ 4.57%
$141K - $165K
63.6K $1.72M
Feb 02, 2021 Q4 2020
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
2.72K
+ 64.7%
$138K - $162K
6.93K $188K
Feb 18, 2021 Q4 2020
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
2.64K
+ 409.47%
$134K - $157K
3.28K $88.9K
Feb 12, 2021 Q4 2020
Shepherd Kaplan Krochuk, LLC

Boston, MA
BUY
 -
2.59K
+ 1.57%
$132K - $154K
167K $4.53M
Feb 11, 2021 Q4 2020
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
2.38K
+ 1.66%
$121K - $142K
146K $3.96M
Feb 22, 2021 Q4 2020
Retirement Group, LLC

BUY
 -
2.29K
+ 27.71%
$116K - $136K
10.5K $285K
Jan 20, 2021 Q4 2020
Gradient Capital Advisors, LLC

BUY
 -
2.26K
+ 20.65%
$115K - $135K
13.2K $358K
Feb 16, 2021 Q4 2020
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
2.07K
+ 41.43%
$105K - $123K
7.06K $191K
Feb 12, 2021 Q4 2020
Main Management LLC

San Francisco, CA
BUY
 -
2.04K
+ 0.67%
$103K - $121K
307K $8.32M
Feb 11, 2021 Q4 2020
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
1.99K
+ 12.4%
$101K - $118K
18K $489K
Jan 25, 2021 Q4 2020
Ayalon Insurance Comp Ltd.

BUY
 -
1.83K
New
$93K - $109K
1.83K $49.6K
Jan 21, 2021 Q4 2020
Cutler Group LP

BUY
 -
1.8K
+ 1818.18%
$91.5K - $107K
1.9K $51.4K
Jan 29, 2021 Q4 2020
Joseph P. Lucia & Associates, LLC

BUY
 -
1.7K
+ 24.67%
$86.3K - $101K
8.58K $232K
Feb 16, 2021 Q4 2020
Colony Group LLC

Boston, MA
BUY
 -
1.69K
+ 1.95%
$85.9K - $101K
88.3K $2.39M
Feb 01, 2021 Q4 2020
Mc Carthy Asset Management, Inc.

BUY
 -
1.57K
New
$80K - $93.6K
1.57K $42.6K
Feb 12, 2021 Q4 2020
Inspire Advisors, LLC

Meridian, ID
BUY
 -
1.57K
New
$79.7K - $93.3K
1.57K $42.5K
Feb 09, 2021 Q4 2020
Ddd Partners, LLC

BUY
 -
1.53K
+ 4.18%
$77.8K - $91.1K
38.1K $1.03M
Jan 22, 2021 Q4 2020
Sol Capital Management CO

BUY
 -
1.51K
+ 15.13%
$76.8K - $89.9K
11.5K $311K
Jan 25, 2021 Q4 2020
Janney Montgomery Scott LLC

BUY
 -
1.5K
+ 7.15%
$76.4K - $89.5K
22.5K $611K
Feb 03, 2021 Q4 2020
Jackson Creek Investment Advisors LLC

BUY
 -
1.47K
+ 11.74%
$74.9K - $87.7K
14K $380K
Feb 12, 2021 Q4 2020
Raymond James & Associates

St Petersburg, FL
BUY
 -
1.46K
+ 24.73%
$74.2K - $86.9K
7.36K $199K
Feb 12, 2021 Q4 2020
Stifel Financial Corp

St. Louis, MO
BUY
 -
1.41K
+ 27.2%
$71.6K - $83.8K
6.59K $178K
Jan 27, 2021 Q4 2020
Black Diamond Financial, LLC

BUY
 -
1.4K
+ 3.67%
$71.3K - $83.5K
39.6K $1.07M
Feb 16, 2021 Q4 2020
Frontier Wealth Management LLC

Kansas City, MO
BUY
 -
1.36K
+ 19.86%
$69.3K - $81.1K
8.23K $223K
Feb 09, 2021 Q4 2020
Summit Asset Management, LLC

Memphis, TN
BUY
 -
1.3K
+ 0.52%
$66.1K - $77.4K
251K $6.8M
Jan 22, 2021 Q4 2020
Westbourne Investment Advisors, Inc.

BUY
 -
1.29K
+ 7.8%
$65.7K - $76.9K
17.9K $484K
Mar 19, 2021 Q4 2020
Curi Wealth Management, LLC

BUY
 -
1.26K
New
$64.1K - $75.1K
1.26K $34.2K
Feb 03, 2021 Q4 2020
Baldrige Asset Management LLC

BUY
 -
1.22K
+ 11.2%
$61.8K - $72.3K
12.1K $327K
Feb 01, 2021 Q4 2020
Sheaff Brock Investment Advisors, LLC

BUY
 -
1.21K
+ 19.81%
$61.5K - $72K
7.32K $198K
Jan 20, 2021 Q4 2020
Atticus Wealth Management, LLC

BUY
 -
1.19K
New
$60.3K - $70.6K
1.19K $32.1K

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